$120 Million is the total value of Strategic Financial Planning, Inc.'s 32 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TRcore s&p scp etf | $592,000 | -5.9% | 5,489 | 0.0% | 0.49% | +8.8% | |
| IVV | ISHARES TRcore s&p500 etf | $521,000 | -4.9% | 1,149 | 0.0% | 0.43% | +9.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 16.9% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 14.1% |
| SPDR INDEX SHS FDS | 16 | Q3 2023 | 10.8% |
| VANGUARD INTL EQUITY INDEX F | 16 | Q3 2023 | 11.1% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 7.1% |
| VANGUARD INTL EQUITY INDEX F | 16 | Q3 2023 | 8.6% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 6.5% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 8.8% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 8.3% |
| VANGUARD INTL EQUITY INDEX F | 16 | Q3 2023 | 3.5% |
View Strategic Financial Planning, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-02-07 |
View Strategic Financial Planning, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.